Client Advisory Associate
2 weeks ago
The role of a Financial Planning Associate at Cetera Investment Services LLC encompasses delivering financial guidance, strategic advice, and investment management services to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights for achieving their financial objectives.
Key Responsibilities:
- Expanding and nurturing a clientele for wealth management services
- Analyzing client data to recommend appropriate financial products
- Providing clients with insights on product benefits and potential risks
- Fostering client relationships and identifying opportunities for additional services
- Ensuring adherence to regulatory standards and company policies
Qualifications:
- Possession of FINRA Series 7, 63 and 65 or FINRA Series 7, 66 certifications
- Life & Health Insurance license is required
- Demonstrated sales and business development expertise
- A minimum of 2 years of experience in a client-facing advisory role
- A bachelor's degree is preferred
Cetera Investment Services LLC is dedicated to fostering professional and personal growth among its employees. As a Financial Advisor, you will benefit from comprehensive training and support designed to enhance your success in this role.
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Senior Associate
4 days ago
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Sarasota, Florida, United States Cherry Bekaert LLP Full timeAbout the RoleCherry Bekaert LLP is seeking a highly skilled Senior Associate to join our Governmental Accounting Advisory team. As a Senior Associate, you will play a key role in delivering high-quality advisory services to our clients in the government sector.Key ResponsibilitiesParticipate in the delivery of governmental accounting advisory engagements...
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Accounting Advisory Senior Associate
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Client Relationship Advisor
2 weeks ago
Sarasota, Florida, United States Cetera Investment Services LLC Full timeThe role of a Financial Planning Associate at Cetera Investment Services LLC entails delivering comprehensive financial strategies, expert advice, and investment oversight to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights for successful outcomes. Candidates are...
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Financial Planning Associate
2 weeks ago
Sarasota, Florida, United States Cetera Investment Services LLC Full timeThe role of a Financial Planning Associate at Cetera Investment Services LLC encompasses delivering financial guidance, investment strategies, and comprehensive planning services to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights to help them achieve their...
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Client Growth Manager
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Client Growth Manager
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Senior Tax Manager
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Taxation Senior Manager
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Tax Senior Manager
20 hours ago
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Client Relations Coordinator
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Sarasota, Florida, United States Rebuilding Together Tampa Bay Full timeJob DescriptionJob Summary:We are seeking a highly skilled and compassionate Client Relations Coordinator to join our team at Rebuilding Together Tampa Bay. As a key member of our staff, you will play a vital role in fostering a positive client experience from initial contact through the completion of services.Key Responsibilities:Client Communication: Serve...
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Client Relationship Manager
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Manager of Tax Services
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Civil Litigation Associate Attorney
2 weeks ago
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Sales Associate
5 days ago
Sarasota, Florida, United States Oxford Industries Full timeAbout the PositionThe Sales Associate is responsible for assisting clientele and supporting the operational and sales needs of the Oxford Industries business.A Day in the Life...Understand the overall concept of the Oxford Industries brand, including the lifestyle, the client, the merchandise, and the heritage.Demonstrate the Oxford Industries selling...
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Associate Attorney
3 days ago
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Junior Customer Service Associate
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Financial Operations Associate
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Sarasota, Florida, United States LHH Recruitment Solutions Full timePosition OverviewLHH Recruitment Solutions is seeking a dedicated Financial Operations Associate to join our client's team. This role is onsite and offers a contract to hire opportunity.Key ResponsibilitiesProcess and code a substantial volume of invoices on a daily basisEngage with vendors to resolve invoice-related inquiriesConduct weekly check...